PROACTVE CRM
Perhaps you have found us
because you want to be a winner
in this increasingly competitive
environment. Leveraging
relationships, as far as we are
concerned, is the singular and
highest path to success.
One size doesn't fit all. This
is the primary reason we focus
on the #1 CRM, ACT!, along with
millions of users worldwide.
Like ACT!, we've been evolving
for 20 years perfecting the art
of CRM and ACT. Our
speciality is data
integration. But we also
work on a human level to
leverage teams and refine
systems. We also can
impliment creative ways to
capture and utilize data.
Typical targets for
improvements:
- Connect to iPad, iPhone,
Android and other
smartphones
- Convenient Cloud Anywhere
Access
- Maximize and Upsell to
Existing Clients
- Acquire and Qualify New
Leads
- Leverage Drip Marketing to
Prospects and Inactive
Customers
- Empower Management Through
Dashboards and Reporting
- Streamline Workflow
- Integrate with Accounting
to Eliminate Duplicate
Efforts
- Improve Customer Service
- Secure Sales Data
- Create Territory Maps
Our
Service Pledges
First, understand your needs
Deliver solutions that
increase productivity
Constantly evolving our
expertise
Use plain talk to help you
grasp vital technical issues.
Honor your goals and time
lines for growth.
YOUR
SUCCESS MAY DEPEND UPON A
PARIDIGM SHIFT
You
may have heard about the axiom
about the high failure rate of
CRM projects. We've seen and
been able to revive derailed
projects. Here's the top five
reasons we have seen CRM
project fail:
- Focus
as a technology to the
exclusion of internal
policies and strategy.
-
Determination to create
and nurture an
environment for change
and user adaption
- Accept
failure as a learning
opportunity -- not a
exercise in blame games
- Autocratic
manangement style
instead of coaching,
collaboration, and
teamwork focused on
individual
responsibility.
- Lack
of budget or
appreciation of
changing, ever evolving
technology
We are aware that some
organizations are just not
prepared at the get go to
handle the variety of issues
that arise in moving off of
legacy systems.
Challenges arise beyond
technology, i.e. reworking
business processes, handling
organizational change, and leveraging users
morale and expectations. Once management
gets bogged down trying to
deploy operational CRM,
the pure mission of analytics
may never get
implemented. How can you
avoid this?
PLANNING
FOR SUCCESS - NEEDS ANALYSIS
Envisioning a
perfect world is easy, but in
the real world we are uniquely
focused on revealing the step
by step interaction
between people, process, and
technology.
First we create a long
term blueprint, commonly
termed "needs assessment". As
a result you get a written
project plan to move foward,
have a smooth
deployment. We use a
multidisciplinary approach
with a reverse
engineering mindset. To
lay this foundation we
evaluate existing systems
including hardware/software
networks. Collaborating with
your team, we discover gaps in
current methods to construct
detailed diagrams and establsh
concrete steps to quantify
accountability. We employ
surveys, develop territory
maps, and use data mining to
design a dynamic process.
Next step is a trial run, often
referred to as "means
testing". This phase uncovers gaps between technology
and human scale
operations. By
staging on a limited scope we
can weed out points of
failure. Tracking weakness
in an incremental phase, glitchs
can be thought through to
practical remedies.
At each phase management has the
opportunity to inspire change,
polish systems, and refine data
collection methods to turn
theoretical ideas into robust
functionality.
CRM DATABASE
SERVICE & SPECIALITIES
Speciality is data
integration. As data
wizards, our time-tested
expertise offers a wide rage of
services and solutions to
maximinze your data.
- ACT! Data Administration
- AddOn Tools
- Auto Dialer, TAPI and VOIP
Integration
- Clean Up Data, DeDup,
Repair, Recovery
- Cloud Hosting of ACT!
Desktop versions
- Conversion
(trans-platform)
- Dashboard Customization
- Data Mining
- Handheld PDA Sync (BB,
Palm, PocketPC)
- Integration + Merge Data
- Migrate Data from one
system to another
- Port Data (move data
accross other platforms)
- Reports - including
Crystal Essentials
- Retrieve and Recover
Passwords
- Synchronization
(Application, Internet,
Network)
- Territory Maps and
Assignments, auto define and
assign
- Technical & Procedure
Manuals
- Training (Basic, Advanced,
Executive level, and IT
Administration)
- Technical Support
- Upgrade Old Data
- Workflow Analysis
"Technology
presumes there's just
one right way to do
things and there never
is."
~ Robert M. Pirsig, author of Zen
and the Art of Motorcycle
Maintenance: An Inquiry Into
Values
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